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Charles Schwab (SCHW) investor relations material
Charles Schwab Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Voting matters and shareholder proposals
Broker non-votes will have no effect on the election of directors or advisory approval of NEO compensation, but will count as a vote "AGAINST" the proposal to declassify the board.
Ratification of independent auditors is considered a routine matter, and broker non-votes are not expected to affect its outcome.
Shareholder rights and capital structure
Brokerage firms may vote unvoted shares on routine matters to help establish a quorum for the meeting.
Shareholders who have already voted do not need to vote again unless they wish to change or revoke their prior vote.
- Record Q3 growth, strong capital returns, and major acquisition and crypto launch plans.SCHW
Q3 202521 Apr 2026 - Record 2025 growth in assets and earnings sets up 2026 for double-digit revenue gains.SCHW
Q4 202521 Apr 2026 - Record client assets, strong net new asset growth, and Ameritrade integration drive profitability.SCHW
Q2 202421 Apr 2026 - Q3 net income up 25%, client assets at $9.92T, Ameritrade integration and strong growth achieved.SCHW
Q3 202421 Apr 2026 - Net income up 40%, revenue up 18%, and record asset inflows drive strong quarterly results.SCHW
Q1 202521 Apr 2026 - 2025 guidance targets double-digit revenue growth, margin expansion, and capital returns.SCHW
Q4 202421 Apr 2026 - Record net new assets, revenue, and EPS growth, with strong capital returns and industry recognition.SCHW
Q2 202521 Apr 2026 - Record revenue, client asset growth, and profitability driven by innovation and client expansion.SCHW
Q1 202616 Apr 2026 - Key votes include director elections, auditor ratification, and Board declassification.SCHW
Proxy filing6 Apr 2026
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